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GUDIX vs. PDI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between GUDIX and PDI is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

GUDIX vs. PDI

Last updated May 31, 2025

Compare and contrast key facts about Guggenheim Diversified Income Fund (GUDIX) and PIMCO Dynamic Income Fund (PDI).

GUDIX is managed by Guggenheim. It was launched on Jan 28, 2016.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GUDIX or PDI.

Performance

GUDIX vs. PDI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Guggenheim Diversified Income Fund (GUDIX) and PIMCO Dynamic Income Fund (PDI). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

GUDIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

PDI

YTD

7.96%

1M

2.27%

6M

4.54%

1Y

11.74%

3Y*

8.90%

5Y*

7.95%

10Y*

7.81%

*Annualized

Compare stocks, funds, or ETFs

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Guggenheim Diversified Income Fund

PIMCO Dynamic Income Fund

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

GUDIX vs. PDI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
GUDIX
The Risk-Adjusted Performance Rank of GUDIX is 55
Overall Rank
The Sharpe Ratio Rank of GUDIX is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of GUDIX is 66
Sortino Ratio Rank
The Omega Ratio Rank of GUDIX is 22
Omega Ratio Rank
The Calmar Ratio Rank of GUDIX is 88
Calmar Ratio Rank
The Martin Ratio Rank of GUDIX is 00
Martin Ratio Rank
PDI
The Risk-Adjusted Performance Rank of PDI is 7474
Overall Rank
The Sharpe Ratio Rank of PDI is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of PDI is 6262
Sortino Ratio Rank
The Omega Ratio Rank of PDI is 7878
Omega Ratio Rank
The Calmar Ratio Rank of PDI is 8080
Calmar Ratio Rank
The Martin Ratio Rank of PDI is 7777
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

GUDIX vs. PDI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Guggenheim Diversified Income Fund (GUDIX) and PIMCO Dynamic Income Fund (PDI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

GUDIX vs. PDI - Dividend Comparison

GUDIX has not paid dividends to shareholders, while PDI's dividend yield for the trailing twelve months is around 14.20%.

TTM20242023202220212020201920182017201620152014
GUDIX
Guggenheim Diversified Income Fund		0.00%99.99%3.98%3.49%3.49%3.36%3.44%3.42%3.99%3.62%0.00%0.00%
PDI
PIMCO Dynamic Income Fund		14.20%14.45%14.74%17.84%10.21%10.01%9.45%10.78%8.81%14.79%15.08%13.43%

Drawdowns

GUDIX vs. PDI - Drawdown Comparison

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

GUDIX vs. PDI - Volatility Comparison

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